Account Specialist II - Hybrid/Bannockburn, IL

Aon Corporation•Deerfield, IL

18h•Hybrid

About The Position

Considering a job change? Here at Aon we are looking for a driven, detail-oriented professional to step into a critical role supporting Aon’s Commercial Risk transformation. This isn’t just operations — this is your chance to directly influence how our platforms and processes evolve, improves, and scales. This is a hybrid position located in Bannockburn, IL. The Account Specialist II will provide support to Account Executives on assigned accounts, managing key processes, and undertaking client-facing and internal activities as they relate to the Aon Private Risk Management business group. This is achieved through effective communication and partnership with our internal and outsourced partners. Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

Requirements

3+ years of experience in Commercial Insurance / Risk Management operations
Strong knowledge of Certificates of Insurance (COIs), Policy structures and endorsements, and Insurance servicing workflows
Hands-on experience with UAT testing, including Test case creation, Bug/defect identification, and Regression testing
Experience tracking and reporting defect metrics and testing outcomes
Advanced proficiency in Excel (pivot tables, data analysis)
Experience with reporting tools (Power BI preferred)

Responsibilities

Support platforms and process efficiencies used for servicing commercial lines accounts, including Certificates of Insurance (COIs), automobile identification cards, endorsements, and policy-related workflows
Partner with brokers, account teams, and operations to ensure accurate execution of client set up on self-service portals for deliverables
Interpret insurance documentation (e.g., ACORD forms, policy language, requirements) and ensure compliance with client and regulatory expectations
Identify process gaps impacting client experience and recommend improvements
Execute structured User Acceptance Testing (UAT) for internal platforms (e.g., Certificate Center, onboarding tools, reporting dashboards)
Develop and maintain test cases, test scripts, and validation scenarios aligned to business requirements
Proactively identify, document, and track system defects, bugs, and enhancement opportunities
Partner with Product, IT, and SMEs to clearly articulate defect impact, prioritize fixes based on business risk, and validate resolution through regression testing
Maintain a centralized defect log with clear categorization: Severity (Critical / High / Medium / Low), Root cause trends, and Resolution timelines
Produce and maintain operational dashboards (Power BI, Excel) to track Platform utilization, Adoption rates, UAT defect trends, and SLA/KPI performance
Analyze data to identify adoption gaps and inefficiencies, support leadership decision-making, and drive targeted process improvements
Ensure accuracy and integrity of key tools such as onboarding trackers and master data repositories (e.g., MOT)
Support onboarding clients to digital platforms, ensuring data accuracy and readiness
Collaborate across onshore/offshore teams to maintain workflow efficiency
Document system enhancements required to improve adoption and user experience
Assist in SOP development, process documentation, and standardization initiatives
Work cross-functionally with Operations, Technology, Field offices, and Offshore teams
Leverage SMEs to close knowledge gaps and improve solution quality
Participate in root cause analysis and continuous improvement initiatives
Provide training, support and guidance to users where needed